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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,802 | $136,860-77.5% | $120,344-74.4% | $154,746-80.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.64% | 21.38%-11.7pp | 20.30%-10.7pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,027 | $3,533-42.6% | $3,020-32.9% | $4,379-53.7% |
| Participant deferral / active EE | $5,901 | $5,793+1.9% | $5,135+14.9% | $6,730-12.3% |
| Admin fee / account holder | $6,044 | $15,393-60.7% | $12,742-52.6% | $14,365-57.9% |